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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal atlas
- Established Date
- 11-27-2017
- Office Locations
- 1
Office Locations
About Mcalister, Sweet & Associates, Inc.
McAlister, Sweet & Associates is a Houston-based RIA built to stay small, working with a limited number of families through client referrals. The team provides hands-on financial planning and investment strategy across retirement and other life transitions, emphasizing disciplined, goal-based portfolios. Public profile data indicates portfolios are largely ETF-driven with a fixed-income sleeve, with Schwab as a primary custodian.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
JOHN RICHARD BRYAN MCALISTER
Chief Compliance Officer, DIRECTOR, President, Principal
- CRD
- #3277255
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Shelbie Hohlt Benitez
Financial Advisor
- CRD
- #7519932
MICHAEL WESLEY SWEET
Founder
- CRD
- #4120607
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,828,305 | $618,310 |
| Non-Discretionary | $378,779 | $63,130 |
| Total | $224,207,084 | $609,258 |
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Separately Managed Accounts
Total SMA Asset: $224,207,084
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,095,341,107 | 19.1% |
| Cash | $441,577,305 | 7.7% |
| Corporate - Investment Grade | $1,645,879,046 | 28.7% |
| U.S. Government/Agency | $1,255,914,673 | 21.9% |
| Municipal Bonds | $1,296,058,064 | 22.6% |
| Total | $5,734,770,195 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH MATRIX BRIDGE | VITAL OPTIMA | WWSS5NVJM | TSMR | 6.11% | $35,410,282 |
| BRIDGE PRIME OPTIMA | VITAL EMBER | TNZXXEB7U | DCZV | 5.77% | $81,461,084 |
| RIDGE HARBOR ATLAS | NORTH OPTIMA | MM2G4UTMG | TBRNT | 7.12% | $79,610,658 |
| RADIAL WAVE | ZENITH MATRIX | 7NRRIAHI8 | HTI | 7.82% | $98,781,700 |
| MATRIX PATHWAY | OPTIMA ATLAS | 18OE00JQ3 | IGX | 7.34% | $103,396,924 |
| GLACIER HORIZON UNISON | HARBOR BRIDGE | 0NILU5818 | OHGI | 3.30% | $29,077,494 |
| EMBER CATALYST | PRIME GLACIER | U5J13NXWC | TQJ | 11.23% | $81,030,574 |
| RADIAL MOMENTUM FUSION | VALUE PEAK | Y7UU4NI7P | FIO | 9.11% | $57,283,957 |